Mish's Market Minute Daily

02/11/2026

Big thanks to

John A Gonzalez, Leonard Caruselle

for all your support! Congrats for being top fans on a streak 🔥!

01/22/2026

Is the Market Topping Out? Hey you all-here is the first Mish's Market Minute using my avatar-but dont worry, my words and prompting-and yes, my dress, shoes and pearls too $IYT $XRT

01/21/2026

Mish with Diane King Hall of Schwab, discuss positive trends in U.S. manufacturing driven by onshoring and tariffs bringing business back to the country. The conversation highlights key market indicators to watch, including the Russell 2000, transportation sector, and consumer behavior. The analyst notes shifting consumer patterns with luxury brands struggling while staples improve, and points to beauty stocks like Ulta performing strongly at $685 per share. The discussion concludes with reference to the 'lipstick indicator' as a economic measure. To see the whole interview https://youtu.be/b_wGGJMyhJY

07/18/2025

Yahoo Finance

“Bitcoin, Energy & Food”

06/28/2025

Schwab Network

Disinflation or Stagflation? 3 Things Mish Schneider is Watching to Find Out

Consumer Spending and Incomes going down was a standout in the latest PCE data, says Mish Schneider. The slight uptick in core inflation to 2.7% was more than expected, but “not a huge surprise” to her. She posits the question: is the U.S. economy showing signs of disinflation or stagflation? Mish says there are 3 major factors where we go from here: oil prices, Fed Policy and the “Big, Beautiful Bill.” In terms of positioning, she likes Silver, “Made in the USA” companies, E.V. and Solar companies. Later, she makes the case for staying in Rivian (RIVN) and Tesla (TSLA).

06/14/2025

Trader Extraw/ Mish Schneider “ Watch dating, gym & skincare stocks” #

06/11/2025

Yahoo Finance

“Although retail has been leading lately in those inside sectors, it’s still almost 30% away from its all-time high,” http://Marketgauge.com strategist says. “That was made in 2021.”

06/02/2025

Schwab Network

Mish Schneider’s Picks: Silver, ELF, ULTA, NVO

Mish Schneider’s picks include silver (/SI), e.l.f. Beauty (ELF), Ulta Beauty (ULTA), and Novo-Nordisk (NVO). She explains why she thinks the “vanity trade” is becoming a megatrend, noting that Michael Burry invested heavily in Estee Lauder (EL). For silver, she’s watching the gold/silver ratio reversing and notes its industrial uses.

05/31/2025

Breakfast
w/ Ryan Huang, Emaad Akhtar & Audrey Siek

US Market Wrap: Consumers have not given up, growth stocks remain the story.

Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek · Episode

04/30/2025

Maggie LakeTalking Markets“How Resilient is the consumer sector?”

04/22/2025

US Markets Wrap

A new chip in the wall - Are we heading into a tech turmoil as Trump's trade war thickens?

Michele Schneider, Chief Strategist at MarketGauge Group shares her insights surrounding tech stocks being under pressure of late, how the tit for tat trade war is playing out, whether the Fed will be inclined to lower rates, as well as where the current optimism lies. She also weighs in on how inve...